See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,851 | $110,257-52.1% | $96,544-45.3% | $139,434-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.40% | 26.32%-4.9pp | 25.84%-4.4pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,305 | $3,620-36.3% | $2,965-22.2% | $4,751-51.5% |
| Participant deferral / active EE | $4,377 | $5,548-21.1% | $4,851-9.8% | $6,710-34.8% |
| Admin fee / account holder | $5,199 | $11,591-55.1% | $8,252-37.0% | $11,403-54.4% |